For Individuals and Single Member LLCs

All taxes are prepared by our CPA in our Montclair, NJ office

Tax preparation and filing can be completed quickly, and you can expect a response from the IRS in 8-14 days. For any questions please give us a call or schedule a quick chat.

Approximate filing fees

For tax preparation per person, per return.
1-5 W2
1 State
Additional States $40 each
Schedule C Business $150 each
1-7 W2
Schedule A
1 Form 1099-B
1 Rental Property
Additional States $40 each
Schedule C Business $150 each
1-7 W2
Schedule A - Itemizes
Schedule D – 3 1099-Bs
Schedule E - 2 Rental Properties
Schedule B – Dividends & Interest
Additional States $40 each
Schedule C Business $150 each

Tax expertise with personalized and proactive engagement

Tax Preparation

Experience a trouble-free tax filing process while we find deductions that can minimize your tax liabilities.

Tax Planning

Spot mistakes that can leave money on the table, well in advance of your tax-filing deadline.

Tax Relief

Relieve the stress of owing the IRS, and settle your outstanding tax debt for much less than what you owe.


Get tailored advice by tapping into our broader knowledge of business development and financial stability.

Frequently asked questions

Below are some of the most frequently asked questions we get each year.

What education and/or training do you have that relates to your work?

Our owner Cherie is a Certified Public Accountant with over 15 years of experience. She's completed over 6,500 tax returns and worked with over 1,300 clients on various projects. According to clients, FIRM1040 is one of the best; we have over 220 reviews that span the internet.

What is your typical process for working with a new client?

We first explain our services and pricing to the prospect. If they agree, we schedule a quick chat to discuss their tax situation in more detail. If we agree to work together, we then onboard the client in our portal to start the process of completing their project. Usually, depending on what the project is, it could take anywhere from 3-14 days to complete.

Tax preparation usually runs 3-5 day from start to finish.

What types of clients have you worked with?

We have worked with affluent individuals, small businesses, partnerships and corporations to provide tax planning, consultation, bookkeeping and payroll services.

Describe a recent project you are fond of. How long did it take?

We recently saved a business client over $40,000 in taxes. Most businesses are not privy to the tax strategies that they can utilize. It was a pleasure to work through the strategies with the client as well as to educate them on tax laws. It took about 15 hours of focused work to get this result.

What advice would you give someone looking to hire a provider in your area of work?

Ask as many questions as you see fit. Make sure you are comfortable with the company and the individual who will be overseeing your finances.

What questions should I think through before talking to a provider about my project?

Think about life and financial events that happened throughout the year. These events can have major impacts on your taxes. For example, did you get married in the year? Did you have a baby? Did you switch jobs? Did you move to another state? Be sure to schedule a call with a tax professional like FIRM1040 to figure how your taxes could be impacted.

Client testimonials

Over the last 16 years, we've maintained a 90% client retention rate and have received outstanding reviews on Google, Thumbtack and Facebook from clients we've positively impacted. Here are a few of them.

“Been doing taxes on our own for a while and had always figured we were doing something wrong. Recently got married, so we thought now was a great time to bring a professional in for help! Very glad we found Cherie.”
Ken-Ren G.
Senior Arts Director | Newark, NJ
“Working with Cherie on my taxes was amazing. She's prompt, and she communicates with professionalism and grace. The portal made it easy to upload and organize all of the documents needed to complete my tax return.”
Dormeshia E.
Dance Educator | Hackensack, NJ
“Working with Cherie on my taxes has been the nicest experience one can have while dealing with something as daunting taxes. She is prompt, communicates with professionalism and ease, and is simply great at her job.”
Collins N.
Photographer | Brooklyn, NY